Warren Averett Asset Management, LLC Ubs Group Ag Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 15,677 shares of UBS stock, worth $610,148. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,677
Previous 15,564
0.73%
Holding current value
$610,148
Previous $526,000
22.05%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding UBS
# of Institutions
728Shares Held
1.3BCall Options Held
23.2MPut Options Held
34M-
Vanguard Group Inc Valley Forge, PA137MShares$5.35 Billion0.09% of portfolio
-
Ubs Group Ag132MShares$5.16 Billion0.89% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.71 Billion2.9% of portfolio
-
Massachusetts Financial Services CO Boston, MA77.4MShares$3.01 Billion1.05% of portfolio
-
Wellington Management Group LLP Boston, MA63.7MShares$2.48 Billion0.48% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $124B
- Description
- UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...